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XP

294 hedge funds and large institutions have $4.15B invested in XP in 2024 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 113 increasing their positions, 88 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $15.8M

28% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 88

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

0.79% more ownership

Funds ownership: 79.21% → 80% (+0.79%)

1% more funds holding

Funds holding: 292 → 294 (+2)

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

33% less capital invested

Capital invested by funds: $6.21B → $4.15B (-$2.06B)

Holders
294
Holders Change
+2
Holders Change %
+0.68%
% of All Funds
3.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
66
Increased
113
Reduced
88
Closed
59
Calls
$27.1M
Puts
$15.8M
Net Calls
+$11.3M
Net Calls Change
-$4.58M

Top Buyers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$164M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$145M
3
Dodge & Cox
Dodge & Cox
California
+$131M
4
Franklin Resources
Franklin Resources
California
+$47.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$35.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$129M
2
SI
Squadra Investments
Brazil
-$70.3M
3
Marshall Wace
Marshall Wace
United Kingdom
-$60.6M
4
Sands Capital Management
Sands Capital Management
Virginia
-$60.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$47.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$27M +$35.9M +2,281,980 New
Bank of America
27
Bank of America
North Carolina
$25.3M -$46.8M -2,971,291 -58%
Squarepoint
28
Squarepoint
New York
$24.2M +$30.7M +1,949,049 +2,152%
Goldman Sachs
29
Goldman Sachs
New York
$21.9M +$3.93M +249,958 +16%
JP Morgan Chase
30
JP Morgan Chase
New York
$21.8M -$10.8M -683,273 -27%
BAMCO Inc
31
BAMCO Inc
New York
$20.6M +$1.84M +116,895 +7%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$20.6M +$27.3M +1,737,142 +1,608,465%
CCM
33
Causeway Capital Management
California
$20.5M +$27.2M +1,728,899 New
Fidelity International
34
Fidelity International
Bermuda
$20M -$129M -8,199,188 -83%
Citigroup
35
Citigroup
New York
$19.6M -$7.05M -448,243 -21%
N
36
Nuveen
North Carolina
$18.1M -$12.3M -784,490 -34%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$16.6M -$46.6M -2,961,744 -68%
II
38
INCA Investments
Florida
$16.1M +$615K +39,089 +3%
Ameriprise
39
Ameriprise
Minnesota
$15.7M +$1.75M +110,948 +9%
Citadel Advisors
40
Citadel Advisors
Florida
$14.5M +$18.8M +1,191,810 +4,113%
TI
41
Trexquant Investment
Connecticut
$12.6M +$7.85M +498,568 +88%
PP
42
Praetorian PR
Puerto Rico
$11.8M +$15.7M +1,000,000 New
IUHSA
43
Itau Unibanco Holding S.A.
Brazil
$11.6M -$3.05M -193,779 -33%
TI
44
Truxt Investmentos
Brazil
$11.5M -$6.31M -400,898 -29%
Swiss National Bank
45
Swiss National Bank
Switzerland
$9.96M -$31.5K -2,000 -0.2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$9.92M +$2.87M +182,387 +28%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$9.44M +$7.57M +480,901 +152%
BCM
48
Bienville Capital Management
New York
$8.63M +$11.5M +728,089 New
UBS Group
49
UBS Group
Switzerland
$8.43M +$7.55M +479,884 +207%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$8.26M -$764K -48,527 -7%
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XP Hedge Fund Activity: Q4 2024 in Review

294 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in XP (XP) for Q4 2024, worth a combined $4.15B — down 33% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new XP positions and 59 closed out — a net gain of 7 holders — while 113 added to existing stakes and 88 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $164M. The largest seller was Fidelity International, cutting an estimated $129M.

  • 294 institutional investors held XP (XP) as of Q4 2024, up from 292 in Q3 2024.
  • Funds reported $4.15B of XP stock for Q4 2024, down 33% quarter-over-quarter.
  • 66 funds opened new XP positions in Q4 2024 and 59 closed out, a net change of +7 holders.
  • The largest XP buyer in Q4 2024 was Mawer Investment Management, an estimated $164M added.
  • The largest XP seller in Q4 2024 was Fidelity International, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2024.